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Advantage Energy Ltd. (AAV.TO)

Toronto - Toronto Real Time Price. Currency in CAD
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10.18-0.42 (-3.96%)
At close: 04:00PM EDT
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  • S
    Scott
    Advantage got a LOT of attention in the Brookfield Renewable quarter report a few days ago on May 6.

    This is a lot of attention for a small part our tiny company!!!

    ....... We closed or agreed to invest over $1.6 billion (~$340 million net to Brookfield Renewable) of capital across multiple transaction and regions, including our first investment in carbon capture solutions.

    ..

    We entered a new decarbonization asset class with our investment in a leading North American modular carbon capture solutions provider. Given the trillions of dollars required to decarbonize hard to abate industrial sectors over the coming decades, we see significant potential to grow our carbon capture footprint over time, and we believe we are well positioned to do so given our strong expertise in decarbonization and experience as an operating partner and capital provider to our global network of like-minded customers.

    Our investment, through a convertible security, provides an attractive entry point into carbon capture solutions with a strong partner, a proven and cost-effective product and a sizeable development pipeline. We have committed funding of up to C$300 million for projects meeting pre-agreed return thresholds and have already begun funding the build-out of our first project. The structure of the investment provides strong downside protection, and the securities, which earn an annual coupon of 8%, are convertible into the common equity of the company at our option at any time. If 100% of our commitment is invested, which we expect given the escalating carbon price and proposed investment tax credit for carbon capture in Canada, upon conversion, we will own a majority of the common equity of the business.
  • p
    p
    Okay 4.1 MM shares purchased in the 1st Q, according to the ER. Rising cash flow and Entropy positives going forward. I see this stock above $12 CAD by the end of the year. Cash flows to $140MM and they will pay off more debt. More share buy backs to come. Looking good Blenekie. Maybe a dividend might be in order.
  • p
    p
    AAV did get reviewed, but no mention of our actual company and Brookfield was embellishing on what a good deal it was to their shareholders. Blenekie you need to be cheerleading more on this $300MM investment deal to show everyone how it was a win/win for everyone. Good growth in AAV today. About time. We should hit $12 by summer if the volatility would just ease.
  • p
    p
    AAV should be up over $11CAD. Blenekie I hope you are buying up a ton of shares at these undervalued levels. The share volume is low, but our cash flow position this summer should be excellent. Patience I guess but more cheerleading with Entropy and the $300mm investment would be beneficial to shareholders.
  • p
    p
    In 2007 this was a $12+ stock and we have got more going for AAV than we did back then. Exciting future 2022 months to grow.
  • M
    Muhammad
    Parabola started
  • p
    p
    There we go, AAV stock value is back to where it should be. More volume is needed but Blenekie needs to be promoting a dividend in the future, so it can be notices by divi's and bought. Great potential with this green company now. Entropy seems to be going well.
  • p
    p
    As mentioned Entropy is becoming a valuable asset for Advantage and finally Blenkie is doing some cheerleading. With Brookfield Renewables involved and their connections and investment, Entropy could become a most envied asset in the oil & gas arena.
  • p
    p
    I am "giddy as a school girl" on the sp rise again of AAV. With Trudeau's announcements of climate change spending; (unfortunately putting Canada in serious debt), on the positive side we will not go broke with AAV. Entropy is going to increase in demand for their CO2 technology and that will put money in the bank for AAV and Brookfield. I should have enough money for the mandated EV for the future.
  • p
    p
    Looks like AAV is buying shares at 45M and 35M respectively today. Good deal just above $10 CAD.
  • p
    p
    The cash flow generated in 2022 with the higher natural gas prices will benefit AAV immensely in 2022. So exciting to see outside investment in Entropy and allowing AAV to be a large mid cap processor. Year end this sp could be upwards of $14CAD a share.
  • p
    p
    Well our volume was lower today with some sellers getting out at $8.99. I guess we need the next earnings report to motivate investors to stick with AAV. So many positives that Belenkie can talk about. I guess with the energy board, he has to stay quiet until reporting. $300MM from Brookfield will be stellar in the CO2 game with Entropy. Maybe an IPO is coming with AAV investors getting a major benefit on the ground floor.
  • p
    p
    Okay Scott we will get down to 188MM or lower on outstanding shares as investors continue to focus on AAV and its rising value. AAV will also push more CF towards share buybacks to also enhance value. Natural gas is remaining well positioned in the market place and we are going to hit $12 as Shane stated sooner than later. Always hard to predict, but $13 is not out of line by the end of the year now. Goooo AAV!!!!!!!!!!!
  • p
    p
    Belenkie, I hope you are buying AAV stock on the $9.80 dip. Good time for buybacks when the market is down this week.
  • p
    p
    Bit of a disappointment today with low volumes. Tough markets, but Blenekie you need to be cheerleading more as our new CEO. Completing presentations at as many conferences as you can accommodate. The word is NOT OUT there yet on Advantages potential. Especially with Entropy. Come on; get your salesmen hat on. WE NEED MORE MARKETING BY MANAGMENT. EARN YOUR KEEP.
  • p
    p
    Well look at AAV go today. I guess Belenkie took my suggestion and bought shares early on the proposed buy backs. Should be $10 CAD this summer with all the positive news coming in the 2nd quarter.
  • p
    p
    Blenekie, I hope that is you buying 400,000K blocks of stock today. However, that maybe more than you are entitled under your share buy back allocations.
    Anyways, looking forward to the ER report and how Brookfield's $300MM is going to be used to enhance Entropy and ultimately shareholder value. Advantage is going places and I see $12CAD stock or higher in 2022.
  • Y
    Yahoo Finance Insights
    AAV.TO reached an all time high at 11.20
  • p
    p
    Belenkie, Take a look at a CEO peer at Enerplus Ian Dundas and complete a executive review of your AAV business like he has done so well. We need to get to know you and your group and the 5 year plan that you need to deliver. A nice presentation to AAV shareholders would be beneficial to kick start value and assist our stock to advance much higher, where it belongs this year. You may want to pay down debt as everyone is doing and emphasis free cash flow availability. Consider introducing a small dividend with the excess cash flow.
  • p
    p
    Blenekie you better be buying more stock at these prices, as this is a nice AAV buying opportunity. Many folks are panicking on lower WTI, but we know where AAV is headed after the next ER.